AWM
TXNM

Accurate Wealth Management’s TXNM Energy Inc TXNM Stock Holding History

Accurate Wealth Management’s Portfolio TXNM Stock Details TXNM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-145
Closed -$7.11K – 1523
2022
Q4 		$7.11K Buy
+145
New +$6.9K ﹤0.01% 944

Other funds holding TXNM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PAM
PSquared Asset Management Zurich, Switzerland $287M AUM 58.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Accurate Wealth Management's TXNM Position: Q1 2023 in Review

Accurate Wealth Management sold out of TXNM Energy Inc (TXNM) in Q1 2023, closing a stake of 145 shares — an estimated $7.11K sold.

Accurate Wealth Management first reported a position in TXNM in Q4 2022 and held it in 1 quarter. The position peaked at $7.11K in Q4 2022. 290 funds tracked by Wall St. Rank hold TXNM as of Q1 2023.

  • Accurate Wealth Management reported no remaining TXNM Energy Inc position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 145 TXNM Energy Inc shares in Q1 2023, an estimated $7.11K.
  • Accurate Wealth Management first reported a position in TXNM Energy Inc in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's TXNM Energy Inc position peaked at $7.11K in Q4 2022.
  • 290 funds tracked by Wall St. Rank held TXNM Energy Inc as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.